SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTHCARE BENEFITS (EIN 330712822) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

LESLIE R LEVINSON

Phone

6195945771

Tax Period

2023-01-01 to 2023-12-31

SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTHCARE BENEFITS, founded in 1984, is a small nonprofit in the Mutual Benefit sector that reported $153K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $361K exceeded revenue, resulting in a 136% operating deficit.

Mission

TO PROVIDE POST RETIREMENT HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF (SEE SCHEDULE O) SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $-5,351

Investment Income $157,956

Other Revenue $0

TOTAL REVENUE $152,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $64,099

TOTAL EXPENSES $360,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,605	$139,050	+0.1%
Expenses	$360,880	$413,290	-0.1%
Net Income	$-208,275	$-274,240	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$828,574

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE R LEVINSON	TRUSTEE	2.00	Director	$0	$72,836	$285,320
MICHELE G GOETZ	TRUSTEE	2.00	Director	$0	$75,573	$302,193
DEB L NAYLON	TRUSTEE	2.00	Director	$0	$66,935	$241,061

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$152,605	$360,880	$14,439,936	$-208,275
2022	$139,050	$413,290	$12,915,097	$-274,240
2021	$157,698	$384,112	$15,238,617	$-226,414
2020	$11,179,935	$11,461,246	$14,127,097	$-281,311
2019	$10,545,472	$10,624,917	$12,870,146	$-79,445
2018	$10,036,417	$10,131,352	$11,274,528	$-94,935

SDSU FOUNDATION HEALTH VEBA PLAN FOR POST RETIREMENT HEALTHCARE BENEFITS